Report
Stephane Beyazian

Deutsche Telekom : La monétisation du succès américain débute. Quand et combien ?

>14 Md$ de rachats d’actions aux USA en 2023 (ODDO BHF : 10 Md$) - T-Mobile US avait promis de racheter jusqu’à 60 Md$ d’actions sur 2023-25. Hier soir, la société a annoncé une première tranche de 14 Md$ d’ici fin septembre 2023, dont 3 Md$ cette année. C’est au-dessus de notre attente de 10 Md$ même si toutefois le consensus publié par Deutsche Telekom était plus ambitieux à 16 Md$ jusqu’à décembre 2023. Nous pouvons désormais imaginer 20 Md$ de rachats en 2024 puis...
Underlying
Deutsche Telekom AG

Deutsche Telekom is engaged in the telecommunications services and information technology sectors. Co. operates as an integrated telecommunications provider. It is organized into four operating segments: Germany, Europe, and the United States; and Systems Solutions, as well as Group Headquarters and Shared Services. Co. provides fixed-network lines, broadband lines and mobile communications. Co. also provides customized Information and Communication Technology (ICT) solutions for corporate customers under the T-Systems brand. The Group Headquarters and Shared Services segment comprises cross-segment management functions, real estate services, and mobility solutions, among others.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Beyazian

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